Component

The number of the component asset that is installed or removed at the time of the status change.

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Title

The name or short description of this item. You can enter up to 250 characters.

New Component Location

A description of where the component will go after it is removed (for example, “repair shop”).

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Status

Asset status represents the operational state of an asset and whether or not it is available for use. APM uses the status of an asset to determine whether or not work is triggered and whether or not components are available for installation. Sites can also use statuses, but these statuses are specific to sites and cannot be used for assets. Status is particularly important for components because it reflects a component’s repair and availability status. For example, when a component is out of service, the status can also indicate whether the component is a spare and available for use, is in the shop for repair, is out for vendor repair, or has been scrapped. When you change the status of a parent asset, the statuses of its children are also changed (provided the previous statuses of the assets were the same).

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Asset Status

The status that the asset or site is changed to. If you are changing the status, select an appropriate status from the list. An assets status is shared by its child assets. If you change the status of an asset, the status of every child asset will also be changed. If any of the child assets are component locations, their installed components will have the same status. Note that changing the status of the site will not affect the status of the assets on that site. A change in asset or site status may affect the triggering of work orders from some standard tasks.

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Reason for status change

The reason the status of this asset needs to be changed. Select the appropriate reason from the list.

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Status Change Date

The date and time that the asset status change took place.

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New asset life

When you change the status of a maintainable or component asset, you can also tell APM to start a new life for the asset. For example, you might do this if you are removing a component so that it can be rebuilt. By starting a new life, APM can track asset indicator readings and costs after the rebuild separately from before the rebuild.

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Restarts all counters for triggering the component’s preventive maintenance jobs

Select this option to have APM restart the time and indicator counters that are used for triggering preventive maintenance jobs for the component asset. The indicators on this asset might be used in triggering rules for standard jobs on this asset or on a different asset. If indicators on this asset are used in triggering rules for other assets, the counters for those triggering rules will also be reset.

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Change Manufacturer’s Info

Select this option to change manufacturer information for the asset.

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Repair Task Exists

When a serialized component asset is swapped or uninstalled, the system checks whether a repair task already exists for the asset or not. A work order task is considered to be a repair order if an asset status change has been planned for the asset on the work order’s Asset Status tab. If a repair task already exists for the asset, you cannot create another repair task. If a repair task does not yet exist, you have the option of creating either a repair work order or work request. You also have the option of creating no task or request. You can choose from the following options: • Do not create a work order to repair the asset at this time. The swap is completed. No work order is created. • Yes, please create a work order to repair the asset internally. The swap is completed and a work order is created. The system sets the asset to work on as the removed component. • Yes, please create a work order to repair the asset externally. The swap is completed and a work order is created. The system sets the asset to work on as the removed component. On the Planning tab, the system attempts to create a requirement for a external repair. • Yes, please create a work request to request the repair of this asset. The swap is completed and a work request is created. The system sets the asset to work on as the removed component.

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Work Order

The work order that the work order task belongs to. All work order tasks must be part of a work order.

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Repair Work Order

The number of the current repair work order for this asset.

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Work Order Status

The current status of the work order. At various stages in the life cycle, APM may assign the following statuses to a task or work order: New, Work Started, Closed. Work planners may also select an appropriate status for the task or work order: Needs (More) Planning, In Planning, Planned, or Work Started. Each task on a work order may have a different status. When work order tasks have different statuses, the work order will show the earliest status of its tasks. For example, if task 1 has a Work Started status, but task 2 has an In Planning status, the work order status will be In Planning.

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Repair Option

The following options are available when a serialized component asset is swapped or uninstalled: • Do not create a work order to repair the asset at this time. The swap is completed. No work order is created. • Yes, please create a work order to repair the asset internally. The swap is completed and a work order is created. The system sets the asset to work on as the removed component. • Yes, please create a work order to repair the asset externally. The swap is completed and a work order is created. The system sets the asset to work on as the removed component. On the Planning tab, the system attempts to create a requirement for a external repair. • Yes, please create a work request to request the repair of this asset. The swap is completed and a work request is created. The system sets the asset to work on as the removed component.

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Source Standard Job for Repair Task

Select the standard job on which you want to base the repair work order. Click Browse to search for the job.

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Source for the New Work Order

If you have selected to create a repair work order, you can base it on an existing standard job or standard task, or you can create it from scratch: • Based on a standard job: Select the standard job on which you want to base the repair work order. Click Browse to search for the job. • Based on a standard task: Select the standard task on which you want to base the repair work order. Click Browse to search for the task. • From scratch: Select this option to create new work order that is not based on a template. Enter a Title and Work type for the new work order.

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Source Standard Task for Repair Task

Select the standard task on which you want to base the repair work order. Click Browse to search for the task.

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Title for New Work Order Task

If you have selected to create a new work order that is not based on a template, enter a Title for the new work order.

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Work Type for New Work Order Task

If you have selected to create a new work order that is not based on a template, select a Work Type for the new work order.

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